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Phoenix Wealth Advisors’s Sun Communities SUI Stock Holding History

Phoenix Wealth Advisors’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,397
Closed -$1.77M – 113
2022
Q4 		$1.77M Sell
12,397
-332
-3% -$45.3K 1.07% 25
2022
Q3 		$1.72M Sell
12,729
-480
-4% -$75.9K 1.72% 22
2022
Q2 		$2.1M Buy
+13,209
New +$2.22M 2.08% 20
2022
Q1 		– Sell
-13,979
Closed -$2.94M – 125
2021
Q4 		$2.94M Sell
13,979
-664
-5% -$131K 2.22% 18
2021
Q3 		$2.71M Sell
14,643
-18
-0.1% -$3.47K 2.02% 18
2021
Q2 		$2.59M Buy
14,661
+268
+2% +$44.4K 1.87% 18
2021
Q1 		$2.2M Buy
14,393
+192
+1% +$28.4K 1.71% 21
2020
Q4 		$2.16M Buy
+14,201
New +$2.05M 1.64% 21

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Phoenix Wealth Advisors's SUI Position: Q1 2023 in Review

Phoenix Wealth Advisors sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 12,397 shares — an estimated $1.77M sold.

Phoenix Wealth Advisors first reported a position in SUI in Q4 2020 and held it in 8 quarters. The position peaked at $2.94M in Q4 2021. 503 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

  • Phoenix Wealth Advisors reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 12,397 Sun Communities shares in Q1 2023, an estimated $1.77M.
  • Phoenix Wealth Advisors first reported a position in Sun Communities in Q4 2020 and held it in 8 quarters.
  • Phoenix Wealth Advisors's Sun Communities position peaked at $2.94M in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.